SWKS

Skyworks SolutionsD

Nasdaq / Semiconductors & Semiconductor Equipment

At close

2026-07-18

Current thesis

The strongest post-print read is that Skyworks beat its own Q2 guide, guided Q3 above a weak market framing, and pointed to healthy mobile demand plus double-digit Broad Markets growth. If investors accept that Broad Markets can remain around the low-40s mix with continued Wi-Fi, data-center and automotive support, the stock can stabilize from a depressed operating narrative.

Posture

Defensive

Lead driver

Value

What changed

Value remains the lead driver in the composite, 7D delta -0.2.

What can break

FTC Second Request on the Qorvo transaction remains unresolved, extending timing uncertainty and preserving regulatory failure risk [#10-Q-2026-05-05].

Momentum

Value

Sentiment

Setup hits (3d)

— · Net —

AI TargetsBase $64.00 · Bull $78.00 · Bear $52.00

Data freshness

Prices

As of 2026-07-18

Fundamentals

As of 2026-07-17 • Vendor: Data Vendor v1

Scores

As of 2026-07-18 • Model: HYBRID_IC_RP

AI Memo

As of 2026-05-08 • Model: RankAlpha Sentiment Codex

Investment thesis

As of 2026-07-18

Supporting evidence

What

Grade D · Defensive

Confidence Medium · Net —

Target $72.21

Why

Momentum11 · Δ7d -0.4

Value69 · Δ7d -0.2

Sentiment50 · Δ7d -2.1

So what

Weak posture. Prioritize risk control and patience.

Setup hits not loaded

Load setup hits to see net bias and recent triggers.

Load setup hits

Lead driver: Value · See fundamentals

Momentum

26% active weight

Current posture

7d trendImproving

Δ7d

-0.4

Δ21d

-8.7

Value

39% active weight

Current posture

7d trendFlat

Δ7d

-0.2

Δ21d

+1.0

Sentiment

34% active weight

Current posture

7d trendSoftening

Δ7d

-2.1

Δ21d

+11.5

Why this grade

Composite grade D. Momentum 10.9 / Value 68.9 / Sentiment 49.8

Fundamentals (TTM)

As of 2026-07-17

Market Cap

$8.93B

Beta

1.32

Shares Out

150.41M

P/E (TTM)

21.2

P/S (TTM)

2.39

P/FCF (TTM)

15.19

Rev YoY

-1.0%

EPS YoY

-45.4%

Gross Margin

+41.1%

Op Margin

+12.2%

Net Debt

-$378.4M

Current Ratio

2.38

As of 2026-07-18 • Updated nightlySource: Internal modelMethodology